Apply on Employer Site

Mosaic · 2 weeks ago

Wealth Strategist / UHNW Planner

Houston, TX

Full-time

Onsite

Mid Level

$100K/yr - $120K/yr

Mosaic is a company that serves entrepreneurial families navigating complex financial lives. They are seeking a Wealth Strategist / UHNW Planner to help these families manage their significant illiquid holdings by analyzing complex scenarios, creating clear deliverables, and coordinating across various advisors.

AdviceAsset ManagementFinancial ServicesImpact InvestingLegal

Hiring Manager

Brandon Henry

Responsibilities

Model complex estate, income tax, and liquidity scenarios

Visualize cash flows, ownership structures, and inter-entity relationships

Summarize and critique trust agreements, shareholder agreements, insurance policies, and tax returns

Create plain-English deliverables to help clients make high-stakes decisions

Present your thinking clearly in writing and presentations

Lead due diligence, often reviewing hundreds of documents per family

Coordinate across Mosaic departments and with client advisors

Maintain momentum across planning projects

Contribute to internal resources, frameworks, and team training

Stay current on tax law and planning strategies

Qualification

JDCPACFPMicrosoft ExcelFINRA Series 65CuriosityTeam OrientationProject ManagementWritten CommunicationAttention to Detail

Required

At least one of the following required: JD, CPA, LLM, CFP, or CPWA

Above average skill with Microsoft Office products, specifically Microsoft Excel

Ability to pass criminal & financial background check

Currently possess or able to pass FINRA Series 65 exam within 90 days of employment

Benefits

401(k) with 6.0% company match and immediate vesting

Health insurance

Dental insurance

Vision insurance

Disability insurance

Group life insurance

Generous Paid Time Off

Holidays

Parental and bereavement leave

Regular team events, learning sessions, and meaningful human connection

Fully stocked pantry of snacks, drinks, and essentials

Financial support for relevant certifications or professional development

Referral bonuses for bringing in great teammates and client families

Company

Mosaic

As a flat-retainer Shared Single-Family Office, Mosaic serves entrepreneurial families with significant illiquid holdings such as operating companies & real estate that go beyond what traditional multi-family offices, wealth managers, trust companies, and private banks typically address.

Founded in 2012